KCS - Why Don't I See Document Sources in Document Settings?

Objective:

  • Why can't I access Document Sources?
  • Why is Document Sources missing?
  • How can I find Document Sources?

Environment:

  • Clio Web App

Additional Information:

  • A User with Administrator Permission will be able to access Document Sources to establish an integration with a 3rd party application for Documents, or they can give you Administrator Permission
  • While the setup must be performed by an Administrator, Documents in the integration will become visible in Clio to all users
  • User Permissions
  • How Do I Become An Administrator?

Answer:

This area of Settings is only available to Users with Administrator Permissions

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